MIA

Milestone Investment Advisors Portfolio holdings

AUM $383M
1-Year Est. Return 10.63%
This Quarter Est. Return
1 Year Est. Return
+10.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.07M
3
+$2.88M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.09M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.72M

Top Sells

1
+$3.83M
2
+$2.55M
3
+$1.37M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.19M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.12M

Sector Composition

1 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.6M 9.34%
573,222
+62,303
2
$27.8M 7.5%
1,200,468
+35,628
3
$27.4M 7.4%
105,572
-3,354
4
$27.1M 7.3%
1,308,600
-57,324
5
$17.9M 4.82%
162,448
+27,889
6
$17.4M 4.7%
315,417
-46,105
7
$16.5M 4.45%
47,945
-46
8
$13.9M 3.74%
516,588
-142,638
9
$12.5M 3.38%
615,810
-15,825
10
$12.1M 3.28%
447,534
-19,887
11
$11.5M 3.1%
246,372
+25,810
12
$9.98M 2.69%
51,171
-5,758
13
$9.07M 2.45%
180,452
-27,160
14
$8.91M 2.4%
73,604
-9,258
15
$8.34M 2.25%
15,860
+31
16
$7.69M 2.07%
314,279
-6,341
17
$7.3M 1.97%
94,464
-168
18
$5.99M 1.62%
151,043
-3,249
19
$5.75M 1.55%
27,588
-2,529
20
$5.08M 1.37%
29,983
-305
21
$4.59M 1.24%
204,159
+93,111
22
$4.58M 1.23%
42,989
-5,798
23
$4.04M 1.09%
48,314
-1,404
24
$3.8M 1.02%
62,957
-17,551
25
$3.71M 1%
190,328
-5,788
1
2 3 4 5